If I Have a Trust, Do I Need a Will?

One question we’re often asked by clients is if they have a Trust, do they still need a Will. Our answer is: YES! It is wise to create a Pour-Over Will. This document creates a safety net to ensure that any forgotten or other accumulated assets not titled in your Trust are transferred into your Trust. Once these assets are in the Trust they will be distributed in accordance with your wishes.

Our Elder Law and Estate Planning Attorneys help clients establish Trusts and Wills to better plan for their lifetime care needs, families’ futures, and the transfer of assets after death. Do not delay and set an appointment at any of our offices located in Orange Park, Jacksonville, and St. Augustine.

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